Lummis Asset Management’s Brookfield BN Stock Holding History

Lummis Asset Management’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Hold
2025 Q1	$207K	Hold
2024 Q4	$228K	Hold
2024 Q3	$208K	Hold
2024 Q2	$164K	Hold
2024 Q1	$168K	Hold
2023 Q4	$161K	Buy